By Simply Wall St
Publication Date: 2026-01-08 12:32:00
- Cisco Systems has recently been reported to be in advanced talks to acquire Israeli cybersecurity firm Axonius for about US$2.00 billion, while also emerging as a strategic investor in Elon Musk’s xAI, which closed a very large US$20.00 billion Series E round to expand AI infrastructure and products.
- Together, these developments highlight how Cisco is coupling potential cybersecurity expansion with direct exposure to large-scale AI buildouts, reinforcing its role at the center of networking, security, and AI infrastructure.
- We’ll now examine how Cisco’s deeper involvement in AI infrastructure investing, highlighted by its xAI participation, could reshape its investment narrative.
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Cisco Systems Investment Narrative Recap
To own Cisco, you need to believe it can turn its entrenched networking and security footprint into steady, AI‑linked growth while maintaining disciplined capital returns. The…